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  1. AWS Partners, ISV and Solution Consultants TAM inputs: 67,813 companies with cloud platform, sector, headcount, and geography — a searchable bottoms-up TAM dataset, free to filter.

  2. Pip: Mukund Mohan has been watching tech companies celebrate record revenue while simultaneously handing out layoff notices, and he'd like a word.

  3. If you look at the tech landscape right now, something doesn’t add up.

  4. Everyone is obsessed with prompt engineering.

  5. A single AI agent is useful.

  6. Sometimes speed is just impatience wearing ambition’s clothes.

  7. Most people still use AI like it is a chatbot.

  8. AI and LLMS won’t kill Salesforce or most other SaaS.

  9. What AI is actually doing to companies beneath the product layer is not obvious to most entrepreneurs.

  10. Seeing today’s latest round of “AI layoffs” discourse reminded me of something uncomfortable that I think a lot of people in tech already know, but are hesitant to say out loud.